See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,691 | $162,781-85.4% | $133,956-82.3% | $158,922-85.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.82% | 41.94%-23.1pp | 45.09%-26.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $4,750 | $4,975-4.5% | $3,919+21.2% | $4,761-0.2% |
| Participant deferral / active EE | $13,000 | $5,911+119.9% | $5,048+157.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |